Digital DNA 2.0

How Advisers Can Maximize Trends In Advisory Technology


The financial advice industry has seen seismic shifts over the past decade that have changed the very fabric of what it means to invest. Technology has been, and continues to be, a major driver of change in the industry. Every type of business – from wirehouses to independent broker-dealers to registered investment advisers – has integrated technology into the foundation of their services and processes.

However, all technology is not created equal – and neither are the benefits it can bring to advisers, institutions, and the investors they serve.

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This study seeks out the answers to three fundamental questions:

  • »  What does the future of technology investments at both institutions and independent advisory firms look like?
  • »  What are the differences in perceived value of technology when comparing institutions and independent advisers?
  • »  How are major institutions evaluating technology at a large scale, and what are the institutions’
    findings that can be applied by independent advisers?